Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRRE (Sunrise Real Estate Group Inc) | -7.69% | -36.84% | -32.49% | -14.40% | 19.12% | 17.69% | -9.64% | … | … |
Data as of 06/03/2026, Common starting date is 11/11/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRRE (Sunrise Real Estate Group Inc) | 11/11/2005 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -36.84 | -32.49 | -14.40 | 19.12 | 17.69 | -9.64 | … | … | -7.69 | -35.00 | -28.57 | 72.46 | 9.52 | -38.54 | 2.50 | -14.89 | 489.17 | 200.00 | 200.00 | -75.00 | -20.00 | 150.00 | 0.00 | -96.08 | 410.00 | 66.67 | -76.00 | -86.45 | 245.45 | -45.00 |
| Sharpe Ratio | NA | -1.25 | -0.44 | -0.14 | 0.10 | NA | NA | … | … | -0.98 | -0.80 | -0.48 | 0.45 | 0.07 | -0.15 | 0.03 | -0.09 | 1.72 | 0.62 | 1.34 | -0.66 | -0.09 | 0.49 | 0.00 | -0.26 | 1.25 | 0.11 | -0.20 | -0.30 | 0.60 | -0.57 |
| Standard Deviation(%) | NA | 31.60 | 68.40 | 118.56 | 183.08 | NA | NA | … | … | 20.79 | 48.08 | 73.24 | 154.13 | 116.63 | 249.37 | 81.34 | 175.72 | 283.26 | 324.78 | 149.31 | 113.45 | 217.34 | 306.49 | 98.61 | 369.10 | 327.27 | 620.12 | 388.19 | 300.07 | 409.64 | 179.62 |
| Draw Down(%) | NA | 36.84 | 69.23 | 72.00 | 81.12 | NA | NA | … | … | 14.29 | 52.00 | 44.12 | 45.45 | 52.08 | 81.12 | 45.45 | 63.51 | 80.00 | 80.00 | 40.00 | 75.00 | 80.00 | 86.67 | 50.00 | 96.08 | 84.38 | 95.16 | 92.86 | 90.42 | 90.00 | 47.62 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 8.11 | 87.50 | 116.67 | 1.00 | … | … | 0.00 | 0.00 | 0.00 | 45.45 | 0.00 | 24.39 | 0.00 | 0.00 | 111.11 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/11/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRRE (Sunrise Real Estate Group Inc) |
-75.09%
Apr 2006 – Apr 2009 |
-61.93%
Jul 2007 – Jul 2012 |
-40.81%
Apr 2007 – Apr 2017 |
-12.62%
Feb 2007 – Feb 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRRE (Sunrise Real Estate Group Inc) |
295.90%
Jun 2017 – Jun 2020 |
133.86%
Jan 2016 – Jan 2021 |
39.92%
Apr 2013 – Apr 2023 |
18.52%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart